LegalTeam's Net Worth for February 2020


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $650 ($132) (16.88%)
Bonds $28,746 ($38,152) (57.03%)
Annuities $240,713 $1,874 0.78%
Retirement $2,485,535 ($121,271) (4.65%)
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $197,627 ($10,179) (4.90%)
$6,018,271 ($167,860) (2.71%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,857,249 ($3,319) (0.18%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $27,892 ($96,526) (77.58%)
Car Loans $0 - -
Other Debts $38,158 - -
Total Debts $2,656,799 ($99,845) (3.62%)
Net Worth $3,361,472 ($68,015) (1.98%)
*All values shown in USD ($)
Notes:
Was tracking over at NetworthIQ, but no more.
Just added - Bonds = value of vested company stock & options
Other assets = 529 accounts
Cash is net of credit card and personal loan debt. If Credit Card debt is a positive number, such debt exceeds current cash on hand.
Other debts = loans against life insurance
Retirement accounts value increased approx 115,000 over last 12 months for an ROI of 42%.

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45

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